SS

Simplicity Solutions Portfolio holdings

AUM $3.66B
1-Year Est. Return 23.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$205M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$7.93M
3
+$6.15M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.52M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$1.47M

Top Sells

1
+$6.4M
2
+$5.87M
3
+$5.82M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$4.32M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.31M

Sector Composition

1 Healthcare 5.07%
2 Technology 4.72%
3 Consumer Staples 4.4%
4 Industrials 4.19%
5 Consumer Discretionary 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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